McMillan Financial Advice
About the company
McMillan Financial Advice is a financial advisory firm founded by its Principal and Director, Suresh McMillan. It is an established Partner of St. James's Place and an Appointed Representative of St. James's Place Wealth Management plc, which is authorised and regulated by the Financial Conduct Authority. The firm has offices in Brighton and London.
It provides wealth management advice to clients in the City of London, the Home Counties, and the South East of England. Its services include personal financial advice on wealth management, mortgages, tax planning, investment planning, and retirement planning. The company operates its own charity that funds scholarships for young under-privileged children in the arts and entertainment industry.
What customers say
Based on genuine customer reviews
Reviews
Reviews are taken from publicly available sources.
We met Vikram Deb from McMillan Financial Advice in 2018 following a referral from the person making our will. At that time our pensions and savings were in a bit of a muddle with various different providers. Vikram helped us to sort this out so that we could have a clearer picture of our financial position going forward. We are very pleased with the service that he has provided over the years and the return on our savings and pensions investment. As a result of Vikram's advice, we have both been able to take early retirement, which we would not have known was possible otherwise. We can highly recommend Vikram and McMillan Financial Advice. Brenda and Dave, Eastbourne
Prior to retiring i sought financial advice on the best way to manage my pension pot to maximise its value & the best option to draw funds. Martyna Di Paolo was really helpful & provided good sound advice on what my best options were. I would definitely seek Martyna's advice again on financial matters.
Tom Price has been managing my pension and helping with my financial planning for the last few years, and his advice has always been excellent. The annual reviews are really helpful and give me confidence that I'm on the right track. Tom is knowledgeable, approachable and genuinely cares about his clients. He's also just an all round good person, and I wouldn't hesitate to recommend him to anyone looking for financial advice.
My experience working with Daniel was excellent. He explained many things to me that I didn't understand. He helped me sort things out to a point where I feel really comfortable with my situation. He is extremely nice to speak to, and I find his style suits me as he explains things clearly.
had this company and there advisor Vikram Deb sort out my pension investments, very easy to talk too and answers all the questions i asked, plus theres an app you can use to see how your investments are doing ,which is very useful. Very happy with them.
After a very challenging and unexpected financial situation, I luckily found my way to McMillan Financial Advice. Zack Raven has been so kind, patient, reliable, and highly knowledgeable. I feel confident that I am in safe hands and I am hugely grateful. I'm not usually one to leave reviews, but in this case, I genuinely and highly recommend.
I have continued to receive excellent guidance from Gary Bristowe over the last few years in order to plan for my retirement and future financial options. Gary has always explained everything so clearly, and has furnished me with details that have enabled me to make the best decisions for me and my family.
Financial advisers in Brighton compared
Ordered by rating, weighted by the number of reviews — businesses with only a handful of reviews do not jump to the top automatically. 7 businesses in this category in Brighton are compared.
| Rank | Provider | Rating | Reviews | Open Sat. |
|---|---|---|---|---|
| 1 | McMillan Financial Advice (this page) | ★ 5,0 | 136 | No |
| 2 | rockwealth Brighton IFA | ★ 5,0 | 15 | No |
| 3 | Drewberry - How Financial Advice Should Be | ★ 5,0 | 141 | No |
| 4 | Engage Wealth Management | ★ 5,0 | 36 | No |
| 5 | Benchmark Financial Planning | ★ 5,0 | 11 | No |
